Oregon Pacific Wealth Management, LLC SPYG Holdings History
Oregon Pacific Wealth Management, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-06-30, Oregon Pacific Wealth Management, LLC held 3,024.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $288,250.00. This investment constitutes 0.27% of their stock portfolio, and Oregon Pacific Wealth Management, LLC now holds 0% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2025Q2. And since then Oregon Pacific Wealth Management, LLC has made 1 purchases of SPYG, at an average price of $85.64, for a total of 3,024.00 shares. Based on historical transaction data and SPYG's current price of $97.27, Oregon Pacific Wealth Management, LLC's estimated gain on his SPYG holdings is $35,169.12, reflecting a 13.58% gain to date.
Oregon Pacific Wealth Management, LLC SPYG ($97.27) Holding Chart
Oregon Pacific Wealth Management, LLC SPYG ($97.27) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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